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Microsoft Dynamics CRM (Archived)

segregate 3 business customer information in a single organisation

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Posted on by Tin

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Hello ALL,

I have 3 business customer information in a single organisation.

Now I want all in a segregated manner by using separate BU Approach , territory entity or any third approach.

Can anyone suggest me what is the best way to moving forward and why ?

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ashlega 34,477 on at

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Hi Tin,

is this a "security" question or is this a "reporting" question for your organization? If it's all about "security" (who can see what), I guess you may want to use BU approach since this is what business units are for.

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Tin 1,562 on at

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My current company recently acquires a new company(it's in other country), we want to merger there business into existing CRM. I am bit confuse to decided whether I have to go with Business unit or Territory or Site or Any other option(if we have). Please suggest.

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